Fund HoldingsB&D White Capital Company, LLC

Total Portfolio Value
$478.59M
Total Bought
$161.91M
Total Sold
$133.89M
Net Transaction
+$28.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)190,089386,389+196,30099,430210,28143.94%+110,851
MCDONALDS CORP(MCD)24,785147,420+122,6356,98837,5697.85%+30,580
PEPSICO INC(PEP)188,140305,315+117,17532,92650,35610.52%+17,429
NORTHROP GRUMMAN CORP(NOC)02,700+2,70001,1770.25%+1,177
FIRST TR NASDAQ 100 TECH IND6,56411,146+4,5821,2522,2010.46%+949
FIDELITY COMWLTH TR47,22650,712+3,4863,0413,5460.74%+505
AMERICAN CENTY ETF TR438,012437,432-58039,20239,4528.24%+250
BROADCOM INC(AVGO)0150+15002410.05%+241
SCHWAB STRATEGIC TR19,84620,197+3511,2121,2700.27%+58
WESTERN MIDSTREAM PARTNERS L(WES)8,8298,82903143510.07%+37
ISHARES TR4,8964,818-782973230.07%+26
AMERICAN CENTY ETF TR16,77317,514+7411,0781,1010.23%+23
EXCHANGE TRADED CONCEPTS TRU9,9329,835-973113260.07%+15
AT&T INC(T)10,11110,011-1001781910.04%+13
MPLX LP(MPLX)6,6126,61202752820.06%+7
AMERICAN CENTY ETF TR6,2916,069-2223653710.08%+6
ISHARES TR2,0882,08802102100.04%0
SPDR SER TR
ST STR BLO 1 ETF
2,2882,28802102100.04%-0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,5823,58202082080.04%-0
SCHWAB STRATEGIC TR4,2994,29902072070.04%-0
ENTERPRISE PRODS PARTNERS L(EPD)7,9867,98602332310.05%-2
AMERICAN CENTY ETF TR10,43810,373-654834790.10%-4
VANGUARD INDEX FDS1,5581,594+364063990.08%-7
WISDOMTREE TR(WT)8,2037,743-4603433350.07%-8
AMERICAN CENTY ETF TR9,81710,037+2205145010.10%-13
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
4,8704,704-1662362210.05%-15
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
36,77736,605-1721,5431,5210.32%-22
AMERICAN CENTY ETF TR5,9965,704-2923953700.08%-24
AMERICAN CENTY ETF TR54,72054,467-2532,2572,2210.46%-36
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
24,80423,381-1,4237506940.14%-56
BERKSHIRE HATHAWAY INC DEL6,2226,243+212,6162,5400.53%-77
ISHARES TR9540-9542010-201
CHEVRON CORP NEW(CVX)1,4000-1,4002210-221
ISHARES TR2,0120-2,0122440-244
MICROSOFT CORP(MSFT)6220-6222620-262
SPDR SER TR
ST STR SP TRANS
3,2720-3,2722770-277
STARBUCKS CORP(SBUX)9,9007,145-2,7559055560.12%-349
GENERAL MTRS CO(GM)8,0780-8,0783660-366
HOME DEPOT INC(HD)1,0220-1,0223920-392
AMERICAN CENTY ETF TR101,437101,272-1659,5069,0861.90%-420
HERSHEY CO(HSY)3,9001,600-2,3007592940.06%-464
LYONDELLBASELL INDUSTRIES N
SHS - A -
5,3000-5,3005420-542
UNITED PARCEL SERVICE INC(UPS)11,8008,500-3,3001,7541,1630.24%-591
ALBEMARLE CORP(ALB)4,6500-4,6506130-613
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
125,520110,498-15,02222,93121,7804.55%-1,151
SELECT SECTOR SPDR TR
ST STR ENERG ETF
47,57932,839-14,7404,4922,9930.63%-1,499
DEERE & CO(DE)3,7000-3,7001,5200-1,520
LULULEMON ATHLETICA INC(LULU)4,6000-4,6001,7970-1,797
NIKE INC(NKE)25,4007,200-18,2002,3875430.11%-1,844
SELECT SECTOR SPDR TR
ST STR CARE ETF
31,33718,731-12,6064,6292,7300.57%-1,899
SELECT SECTOR SPDR TR
ST STR INDL ETF
37,26622,376-14,8904,6942,7270.57%-1,967
INVESCO QQQ TR26,79919,456-7,34311,8999,3221.95%-2,577
VANGUARD INDEX FDS22,0866,145-15,9414,2381,1220.23%-3,116
ALTRIA GROUP INC(MO)89,9150-89,9153,9220-3,922
LOCKHEED MARTIN CORP(LMT)8,7100-8,7103,9620-3,962
SCHWAB STRATEGIC TR301,833234,726-67,10727,98623,6704.95%-4,316
EXXON MOBIL CORP56,2300-56,2306,5360-6,536
JOHNSON & JOHNSON(JNJ)277,855212,810-65,04543,95431,1046.50%-12,850
ALPHABET INC(GOOG)87,7050-87,70513,2370-13,237
VANGUARD INDEX FDS84,81823,774-61,04429,1948,8921.86%-20,303
APPLE INC(AAPL)286,93815,328-271,61049,2043,2280.67%-45,976
Page 1 of 1